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Business productivity ⇄ CRM

Customer.io to Infor CRM integration — real-time, two-way sync

Keep Customer.io and Infor CRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Customer.io and Infor CRM

Sync what happens in Customer.io with the customer records in Infor CRM, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Customer.io holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Deliveries / Messages, Newsletters, People, Objects in Customer.io to Leads, Opportunities, Tickets, Activities in Infor CRM with bi-directional, real-time sync. Activity and record changes in Customer.io update the matching contact or account in Infor CRM, and CRM data flows the other way wherever Customer.io can store and use it.

Common use cases

  • Push CRM segments and lead status into Customer.io so messaging respects sales stage.
  • Land delivery and engagement events (sent, opened, clicked, bounced) from reporting webhooks into a warehouse for attribution analysis.
  • Run a two-way sync between Infor CRM accounts and contacts and a Postgres database so internal tools read CRM data with SQL.
  • Keep Infor CRM aligned with an Infor ERP customer master so sales and finance share one account record.

Where Customer.io runs outreach

Prospects, sends, and replies sync into Infor CRM, keeping lead status current without manual imports.

Where Customer.io supplies contact or company data

Enriched fields land directly on records in Infor CRM, and refreshes keep them from going stale.

Where Customer.io processes payments

Charges, refunds, and subscription changes appear on the account in Infor CRM, so revenue context lives with the relationship.

What you can sync between Customer.io and Infor CRM

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Customer.io objects Infor CRM objects
Deliveries / Messages Per-recipient message records whose lifecycle events flow out through reporting webhooks. Opportunities Pipeline records synced out for forecasting and reporting.
Newsletters Recurring email sends with performance metrics available for reporting syncs. Tickets Service records synced with helpdesk and field service systems.
People Profiles with attributes, matched on identifiers like id or email; the main write target of data syncs. Activities Calls, meetings, and tasks synced for engagement reporting.
Objects Non-person entities such as accounts or companies, related to people for account-level messaging. Campaigns Marketing containers linked to leads and opportunities.
Events Behavioral events sent via the Track API that trigger campaigns. Custom entities Deployment-specific objects added through the customizable entity model.
Segments Attribute- or event-based groups; data syncs feed the attributes segments evaluate. Accounts Company records matched against ERP customer masters in syncs.
What ships with Customer.io ⇄ Infor CRM

Connect Customer.io and Infor CRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Customer.io–Infor CRM connection.

Real-time

Two-way sync

Changes in Customer.io or Infor CRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Customer.io or Infor CRM data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Customer.io or Infor CRM record.

Observability

Monitoring

Track your Customer.io ⇄ Infor CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Customer.io and Infor CRM.

How the Customer.io and Infor CRM connectors work

Customer.io

Integration surface
REST APIs split by purpose: Track API for data ingestion, App API for campaigns, people lookups, and messages
Authentication
Basic auth with site ID and API key for the Track API; bearer token for the App API
Change detection
Reporting webhooks push message and delivery events; person attribute changes are not streamed and require source-side detection
Capabilities
read · write · webhooks
Rate limits
Subject to per-API rate limits documented by Customer.io

Infor CRM

Integration surface
REST-style SData API over the CRM entity model
Authentication
User credentials; Infor OS-managed authentication in cloud deployments
Change detection
Polling on modified timestamps; no log-based CDC on the API surface
Capabilities
read · write
Rate limits
Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
How it works

How to connect Customer.io to Infor CRM — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Customer.io and Infor CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Customer.io connected
    Infor CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Customer.io and Infor CRM objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Customer.io ⇄ Infor CRM
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Customer.io Infor CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Customer.io and Infor CRM integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Customer.io and Infor CRM.

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